Waterstone Private Wealth Management

06/22/2026

The Fed held rates steady last week.

That part was expected.

What investors didn’t get was much of a roadmap.

Kevin Warsh’s first meeting as Fed chair left markets trying to read how the Fed may respond if inflation stays elevated.

Stocks recovered after the initial reaction, but the path forward still feels harder to read.

Link: https://ow.ly/wTLC50ZfrFA

06/21/2026

Today, we honor all the fathers, grandfathers, and father figures who make a lasting impact. Wishing you a wonderful Father’s Day!

06/20/2026

Retirement confidence should be based on more than a gut feeling.

Your savings, expected expenses, and investment style can all shape the bigger picture.

Our Retirement Readiness Quiz can help you take a quick look at where you stand and what may need another look.

Link: https://ow.ly/hW6c50ZcwbF

06/19/2026

No one wants important decisions left unclear.

Who receives what. Who manages the details. Who steps in if you can’t.

Those questions can get more complicated as your financial life grows.

This guide explains how wills and trusts can help bring structure to the people, property, and decisions that matter.

Link: https://ow.ly/TJgP50Zcw0v

06/19/2026

06/18/2026

Elder Abuse Awareness Day was June 15th 💜

Helping protect seniors from abuse, financial exploitation, and scams starts with awareness.

A few ways to help:
• Stay Informed
• Promote Account Security
• Report Suspicions

Here’s how seniors can help protect themselves:
• Review finances regularly
• Plan ahead with trusted contacts
• Shield personal information
• Do not grant unsolicited remote access

Never feel pressured to act quickly if something feels suspicious. If you ever have concerns or hesitations, please call our office at 918-272-1120. You can speak with Triston Hasty-Grant, CFP®. We are here to help.

Helpful Resources:
https://ow.ly/j15150ZelAA
https://ow.ly/8xJe50ZelAy

Dream. Plan. Do.

How to stay ahead of the cybersecurity curve and combat increasingly sophisticated attacks.

06/17/2026

🎥 SEE VIDEO: Waterstone Wednesday with Triston Hasty-Grant, CFP® 🎥

This week, Triston breaks down the Federal Reserve press conference, what it means for the markets, and why ongoing reviews matter. It’s a quick listen with helpful insight into what investors are watching right now.

Serving families. Guiding decisions. Planning for what matters most.

www.waterstonewealth.com
918 272 1120

06/17/2026

Retirement spending can be harder to plan for than many people expect.

Fixed expenses are usually easy to list. The harder part is accounting for the discretionary spending, one-time purchases, and lifestyle changes that can add up once retirement begins.

A stronger spending plan starts with more realistic assumptions.

Link: https://ow.ly/Ytwh50ZcvYz

06/16/2026

The S&P 500 didn’t move much last week.

But that doesn’t mean the market was standing still.

While some big technology names cooled off, other areas of the market were holding up better than the headlines suggested.

For investors, that’s the part worth looking at more closely.

Link: https://ow.ly/hwKl50ZcvWu

06/13/2026

It’s easy to focus on how much you want your portfolio to grow.

The harder question is how much risk you’re willing to take along the way.

Our Investment Risk Tolerance Quiz can help you better understand your comfort level, expectations, and investing mindset.

LINK: https://ow.ly/iCVi50Z9nGA